A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,555 shares of SCHM stock, worth $162,206. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,555
Previous 7,901 29.69%
Holding current value
$162,206
Previous $614,000 24.92%
% of portfolio
0.19%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$75.47 - $83.18 $177,052 - $195,140
-2,346 Reduced 29.69%
5,555 $461,000
Q2 2024

Jul 10, 2024

SELL
$75.69 - $81.19 $10,218 - $10,960
-135 Reduced 1.68%
7,901 $614,000
Q1 2024

Apr 11, 2024

SELL
$72.89 - $81.43 $13,557 - $15,145
-186 Reduced 2.26%
8,036 $654,000
Q4 2023

Jan 05, 2024

SELL
$63.01 - $75.95 $117,513 - $141,646
-1,865 Reduced 18.49%
8,222 $619,000
Q3 2023

Oct 10, 2023

SELL
$66.75 - $73.98 $37,380 - $41,428
-560 Reduced 5.26%
10,087 $682,000
Q2 2023

Jul 11, 2023

SELL
$65.29 - $71.03 $34,277 - $37,290
-525 Reduced 4.7%
10,647 $756,000
Q4 2022

Jan 23, 2023

SELL
$61.05 - $69.94 $16,605 - $19,023
-272 Reduced 2.38%
11,172 $0
Q3 2022

Oct 21, 2022

SELL
$60.5 - $72.51 $56,386 - $67,579
-932 Reduced 7.53%
11,444 $693,000
Q2 2022

Jul 28, 2022

BUY
$60.91 - $76.4 $742,005 - $930,704
12,182 Added 6279.38%
12,376 $776,000
Q1 2022

Apr 20, 2022

BUY
$70.66 - $80.89 $13,708 - $15,692
194 New
194 $15,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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